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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,965 | $34,316-47.6% | $74,722-76.0% | $72,975-75.4% |
| Participation rate | 44.7% | 42.4%+2.3pp | 54.5%-9.8pp | 69.5%-24.8pp |
| Annual return | 19.98% | 26.58%-6.6pp | 753.11%-733.1pp | 81.01%-61.0pp |
| Employer contribution / active EE | $572 | $692-17.3% | $1,084-47.2% | $2,440-76.5% |
| Participant deferral / active EE | $1,662 | $1,272+30.7% | $1,963-15.3% | $3,608-53.9% |
| Admin fee / account holder | $7,878 | $2,125+270.8% | $3,335+136.3% | $5,124+53.8% |